VS
V SrivatsaFund Manager Since 30 Aug 2018
AllocationEquity Savings
UTI Equity Savings Fund Regular Growth
3Y Annualised
10.99%
0.15% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
-0.80%
0.15% 1D
Benchmark
SBI Nifty 10 yr Benchmark G-Sec ETF
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
This Fund
6 years 8 months
NIFTY 50
5 years 3 months
FD
9 years 7 months
Fund info
Fund size
₹706.73 Cr
Min. SIP amount
₹500
Min. Lumpsum amount
₹5000
Exit load
0.01%
Redemption / Switch out within 30 daysfrom the date of allotment 1.00%Redemption / Switch out after 30 daysfrom the date of allotment NIL
Risk Profile
Moderate Risk
Peer Comparison
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
PGIM India Equity Savings Fund Direct Regular Reinvestment Inc Dist cum Cap Wdrl
2.41%
2nd
PGIM India Equity Savings Fund Direct Regular Payout Inc Dist cum Cap Wdrl
2.41%
3rd
Kotak Equity Savings Fund Direct Quarterly Payout of Income Distribution cum Cap Wdrl
1.94%
4th
Kotak Equity Savings Fund Direct Quarterly Reinvestment of Income Distribution cum Cap Wdrl
1.94%
5th
Kotak Equity Savings Fund Regular Quarterly Payout of Income Distribution cum Cap Wdrl
1.86%
214th
UTI Equity Savings Fund Regular Growth
-0.80%
Fund Managers
SP
Sunil PatilFund Manager Since 30 Aug 2018
About UTI Equity Savings Fund Regular Growth
UTI Equity Savings Fund Regular Growth is a Allocation mutual fund scheme from UTI Asset Management Co Ltd. This fund has been in existence for 6 years, having been launched on 2018-08-30. UTI Equity Savings Fund Regular Growth has ₹706.73 Cr worth of assets under management (AUM) as of Thu Jul 31 2025. The latest Net Asset Value (NAV) of UTI Equity Savings Fund Regular Growth as of Wed Jul 30 2025 is ₹18.2105. The fund has an expense ratio of 1.64%, which is medium comparable to most other Allocation funds.
UTI Equity Savings Fund Regular Growth returns for the last 1 year are 4.22%. Since launch, it has delivered 9.06% average annual returns.
The UTI Equity Savings Fund Regular Growth has the majority of its money invested in null, Financial Services, Basic Materials, Technology, Consumer Cyclical sectors.
Top 5 Holdings of UTI Equity Savings Fund Regular Growth.
- 7.32% Govt Stock 2030: 9.69%
- 7.04% Govt Stock 2029: 6.84%
- HDFC Bank Ltd: 5.62%
- Grasim Industries Ltd: 4.03%
- Infosys Ltd: 4.00%
AMC Information
| Name | UTI Asset Management Co Ltd |
|---|---|
| Founding Date | 2018-08-30 |
| pms_care@uti.co.in | |
| Phone | +91-22-6678 6666 |
| Website | https://www.utiwms.com |
| Address | PMS Division, UTI - Tower, “Gn” Block, Bandra Kurla Complex, Mumbai- 400051 |
Tax Implications of UTI Equity Savings Fund Regular Growth
| Short Term Gains | Income tax rate applicable to the Unitholders as per their income slabs. |
|---|---|
| Long Term Gains | Income tax rate applicable to the Unitholders as per their income slabs. |
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FAQs
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How to Redeem UTI Equity Savings Fund Regular Growth?
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